About Us

We are an Independent Property & Casualty Insurance Agency, who advises clients and works with top-rated insurance carriers to find options for complex risks. Many agents write home and auto policies all day long, but we keep things interesting by helping our clients insure their most prized possessions. As one of the largest Specialty Insurance Agencies in the US, we are known for our integrity and keen problem-solving ability.

Job Description

We are a High Volume, fast paced insurance office that needs a Customer Success Representative who values attention to detail, analysis, follow-through and keeping a well-oiled machine running. This Customer Success Representative position requires an analytical, straightforward person who enjoys technical work and can communicate with different types of people. This is a long-term career position with opportunities for growth within the company.

Responsibilities:

• Answers a high volume of phone calls daily.
• Processes changes to active policies.
• Provides efficient and effective 5-star customer service.
• Enters client data into insurance quoting systems, keeping data accurate.
• Obtains underwriting approval by completing insurance application for coverage and gathering required documentation.

Requirements:

• 3+ years of Customer Service Experience in the Insurance Industry, preferably in an independent agency.
• Property and Casualty license
• Meticulous and able to carefully review insurance policies and contracts to ensure accuracy and compliance with established processes.
• Capable of analyzing insurance data, identifying potential risks, and providing appropriate solutions
• Customer-focused and able to address client concerns, answer questions, and provide insight and solutions effectively.
• Processed-oriented and able to follow established workflows while also contributing to process improvements when necessary.
• Excellent communication skills
• Well-organized with good follow through to completion
• Proficient in Microsoft Outlook, Excel, and Word. Proficient in Adobe Reader/Acrobat. Able to adapt and learn new, web based, computer software programs.